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Slocum, Gordon & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Slocum, Gordon & Co’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
12,148
+20
+0.2% +$2.18K 0.88% 33
2026
Q1 		$1.32M Buy
12,128
+155
+1% +$17.1K 0.9% 32
2025
Q4 		$1.32M Buy
11,973
+1,056
+10% +$117K 0.96% 32
2025
Q3 		$1.22M Buy
+10,917
New +$1.2M 0.97% 29

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Slocum, Gordon & Co's LQD Position: Q2 2026 in Review

Slocum, Gordon & Co increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.16% in Q2 2026, buying an estimated $2.18K and bringing the position to 12,148 shares worth $1.32M. The position accounts for 0.88% of the portfolio, ranked #33.

Slocum, Gordon & Co first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Slocum, Gordon & Co held 12,148 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.32M as of Q2 2026.
  • Slocum, Gordon & Co bought 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.18K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.88% of Slocum, Gordon & Co's portfolio in Q2 2026, its #33 holding.
  • Slocum, Gordon & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.